Ai Strategy Consultant in New York

Drata is building the trust layer between great companies - automating compliance, managing risk, and helping organizations prove trust continuously as they scale. We're Dratanauts: a global crew of 600+ professionals united by a culture that rewards integrity, ownership, and raising the bar, no matter where in the world we're working from. Why Join the Drata Team? At Drata, you're not maintaining legacy compliance software - you're building the agentic AI platform defining what trust looks like for the next generation of companies. Here's what makes the work itself worth showing up for: Problems without a playbook: You'll work at the edge of AI and security, building agentic governance, continuous compliance, and real-time trust verification to solve problems that don't have an established answer yet. You're writing it as you go. Real ownership, not just process: Our values center on owning outcomes and raising the bar, not checking boxes. You're expected to have opinions and back them. A seat at the table: Your perspective is unique and valued. Open debate and diverse viewpoints are built into how decisions actually get made here, at every level. Growth at rocketship speed: Drata is scaling fast, which means scope grows fast too. High performers get more ownership, visibility, and experience. A crew, not just coworkers: Dratanauts consistently describe a "come as you are" culture with sharp, curious people—the kind of team that makes hard problems genuinely fun to solve. See what they say here and follow us on LinkedIn for company news, employee stories, and career updates. Job Summary: We are looking for a rockstar Enterprise SDR to join an unmatched team! As a member of the Drata SDR team, you will be a critical component to an innovative fast-paced Sales Team. You will drive strategic outbound prospecting campaigns (email, phone calls, & social media) to identify potential customers that would benefit from Drata’s solution. You will often be the first point

About Us Small businesses are the backbone of the US economy, comprising almost half of the GDP and the private workforce. Yet, big banks don’t provide the access, assistance and modern tools that owners need to successfully grow their business. We started Novo to challenge the status quo—we’re on a mission to increase the GDP of the modern entrepreneur by creating the go-to banking platform for small businesses (SMBs). Novo is flipping the script of the banking world, and we’re excited to lead the small business banking revolution. At Novo, we’re here to help entrepreneurs, freelancers, startups and SMBs achieve their financial goals by empowering them with an operating system that makes business banking as easy as iOS. We developed modern bank accounts and tools to help to save time and increase cash flow. Our unique product integrations enable easy access to tracking payments, transferring money internationally, managing business transactions and more. We’ve made a big impact in a short amount of time, helping thousands of organizations access powerfully simple business banking. Why Novo? • Novo is a rapidly growing series B fintech startup with a mission-driven team that’s passionate about helping every small business in America • Positive, inclusive, supportive culture cheering you on your journey • We work with very new technologies and architecture patterns • Offices in NYC and India Role Summary The Senior Manager, Customer Support & Success is the strategic owner of Novo's most critical 1:1 customer touchpoints - from complex escalations and collections recovery to a proactive customer success motion you’ll get to build from scratch. This is a player-coach role: you will lead a small, high-performing team while staying close to the work yourself. You will operate with significant autonomy, bring consistency and customer obsession, and shape what this function looks like two to three years from now. About the Role Escalations & Collections — Raise th

Who are we? Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems. We’re training and deploying frontier models for enterprises who are building AI systems. We believe that our work is instrumental to the widespread adoption of AI and we are looking for folks that want to be part of that. We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. Cohere is a team of researchers, engineers, designers, and more, who are all passionate about their craft. We are a global technology company headquartered in Toronto with key offices in London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul. Join us! Senior Account Executive - Financial Services Why this role? In this role, you will have ownership of the full sales cycle - from identifying leads to closing deals with Global 2000, large enterprises within the Financial Services sector. We're looking for an approachable and compelling communicator who loves working with prospects to uncover their needs and feels comfortable developing tailored value propositions around how Cohere's platform can help them achieve their business goals. You'll lay the foundation for Cohere's growth by owning your territory and collaborating with teammates across customer success, sales development, marketing, and solution architecture. You'll be the voice of the field and help our product and engineering teams prioritize the Cohere roadmap with customer-centric care. It's a highly self-directed role, so you should be someone who thrives in an unstructured and quickly evolving environment. And your opportunity for impact will be astronomical — Cohere has skies-the-limit potential, and you'll help us reach it. As an Account Executive focused on the Financial Services sector you will: Focus on net-n

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our Fraud team's mission is to help companies detect and prevent fraud using financial network data. We believe that transaction patterns, device signals, and behavioral data are an underleveraged tool in fraud prevention. The Fraud Consulting Lead is responsible for building and maturing our retro-as-a-service and POC program and driving adoption of our fraud products. The role sits between our data team and the customer (i.e., the role will not build the models, but will need to understand the output well enough to clearly and compellingly present the business case and work with technical stakeholders and customers.) Responsibilities: Own the retro and POC process end-to-end and collaborate with customers and internal stakeholders at Plaid Partner closely with customers to help them understand the ROI of Protect and make recommendations for implementing our fraud products Drive post-retro follow-through to convert retro results into production usage Serve as a feedback loop between customers and product to drive our Protect roadmap Qualifications: 5-10 years of experience in a customer-facing analytical role in fintech, financial services, or a related domain (e.g., software/tech) Experience worki

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Credit team at Plaid builds lending solutions across the full lender lifecycle — including underwriting, verification, and servicing. We help lenders make faster, more informed decisions using consumer-permissioned financial data. Within Credit, the Insights team develops data-driven products including LendScore, Income Insights, CashFlow Insights, and Network Insights. These products power smarter credit decisioning for lenders of all sizes. As a Product Manager on the Insights team, you will drive execution across our portfolio of credit decisioning products. You’ll work closely with engineering and data science teams to ship high-quality product experiences, and partner with sales and marketing on go-to-market motions. You’ll report to the Insights product lead and play a critical role in ensuring we deliver on our roadmap commitments while maintaining the flexibility to pursue new product opportunities as they emerge. Responsibilities Own end-to-end execution of the product roadmap for LendScore, Income Insights, CashFlow Insights, Network Insights, and new Insights products Write product specs, define requirements, and work with engineering and data science to deliver features on schedule R

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid’s mission is to unlock financial freedom for everyone by making money movement and access to financial data simple and secure. As a Software Engineer, you will design and build the systems that power how millions of people connect to their finances. You will work across the stack, from reliable backend services and APIs to intuitive applications that bring those systems to life. You will collaborate with engineers, product managers, and designers to ship products that make financial services more accessible and transparent. At Plaid, engineers take ownership early, grow quickly, and see their work reach millions of users. Responsibilities: System Design & Development: Build and maintain scalable, reliable backend or fullstack systems and APIs that power Plaid’s products. Collaboration: Work closely with product managers, designers, and other engineers to define and deliver features that solve real customer problems. Code Quality: Write clean, efficient, and well-tested code. Participate in reviews to maintain high engineering standards. Testing & Debugging: Build automated tests, monitor system performance, and troubleshoot issues in production environments. Continuous Improvement: Con

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The SMB sales team is a core part of Plaid’s mission to unlock financial freedom for everyone. We believe that by empowering small and medium-sized businesses, we contribute directly to creating a more inclusive and accessible financial ecosystem. Our team is dedicated to building meaningful relationships with our clients, providing innovative solutions that drive growth, and ensuring that Plaid's products enable businesses to thrive. We work collaboratively across teams to meet ambitious revenue goals, all while fostering a culture of continuous learning and development to align with Plaid's vision of financial accessibility and empowerment. As a Sales Manager, you will lead a team of Account Executives, driving them toward achieving ambitious revenue targets. You will focus on developing talent within your team, fostering a high-performance culture, and ensuring each team member has the resources they need to succeed. You will leverage your deep understanding of transactional and strategic sales cycles to guide your team through new customer acquisitions and account management in a hyper-growth environment. Responsibilities Lead, coach, and develop a team of SMB Account Executives to consistently

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. About the Team: The Security Governance, Risk, and Compliance (GRC) team is part of Plaid’s security organization, focused on enabling the business by proactively managing information security risks and maintaining effective controls. Our mission is to reduce the likelihood and impact of security risks while operating a robust assurance program that builds trust with our customers, consumers, and data partners. We partner closely across the company to ensure Plaid’s platform remains secure, resilient, and aligned with industry and regulatory expectations. The Security Contracts workstream is a core part of our Security Assurance and Trust Enablement program — ensuring Plaid's contractual security obligations with customers and data partners are defensible, consistent, and never a bottleneck to deal velocity, all while building trust. About the Role You will own Plaid’s Security Contracts workstream end-to-end—the DRI for how security contract reviews get done, how fast they move, and how the program improves over time. You will review security provisions in customer MSAs, DPAs, and security addenda, identify unacceptable clauses, and provide Legal and GTM with the actionable security feedback they n

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Customer Growth & Experience (CGX) team owns the full customer lifecycle - from the moment a customer lands on plaid.com to their journey across onboarding, activation, adoption, and long-term success. Within CGX, the Growth team owns Plaid's highest-leverage revenue levers. We optimize the self-serve funnel from a customer's first onboarding step through go-live and scale, build the upsell motion that expands existing customers, partner with GTM to remove friction from the sales flow, and own the premium enterprise features that unlock our largest customers. We operate data-first, using funnel analytics and experimentation to find and prioritize the bets that move the business. As a Product Manager on the Growth team, you'll own one of Plaid's highest-leverage revenue surfaces: the self-serve funnel that takes customers from their first onboarding step through go-live and scale. You'll work to increase acquisition, reduce friction, and improve revenue efficiency across the SMB and long-tail base. You'll partner closely with the Web team, Engineering, Design, BI/DS, Marketing, and Sales to build the upsell motion that expands existing customers, whether served in-product or routed to GTM as

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our Sales team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. We believe every financial services company can benefit from better financial technology. This isn’t limited to the financial services industry, any company offering financial products to consumers deserves the best financial technology. You'll be the individual helping us achieve this vision. You will focus on generating new deals and building strong, long-lasting relationships with companies. You'll be tasked with identifying and closing deals across verticals in financial services, utilities, billing, insurance, and more. Responsibilities Identify use cases and prospect high growth companies that are ~100 employees and beyond Develop a book of high potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota Successfully lead a technical sales motion of guiding engineers, product, and growth team members for the entire life-cycle from prospecting to close Coordinate cross-functional resources and drive initiatives across Plaid to support a consultative sales motion Own mastery of Plaid solutions and evangeli

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Team: The Security Governance, Risk, and Compliance (GRC) team is part of Plaid’s security organization, focused on enabling the business by proactively managing information security risks and maintaining effective controls. Our mission is to reduce the likelihood and impact of security risks while operating a robust assurance program that builds trust with our customers, consumers, and data partners.We partner closely across the company to ensure Plaid’s platform remains secure, resilient, and aligned with industry and regulatory expectations. Third-party ecosystem risk is a core part of how we keep Plaid safe—we vet the security of both the vendors we rely on and the customers and partners who connect to our platform, so trust runs in both directions. Role: You will run security risk assessments for Plaid’s third parties end-to-end—from intake and questionnaire through risk rating, findings, and tracked exceptions. You will assess the security posture of customers and partners onboarding to the platform with the same rigor we apply to vendors. You will keep the third-party risk lifecycle moving—risk tiering, reassessment cadence, remediation follow-through, and a clean, current risk register. You

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Security Engineering is the engineering function inside the Plaid security org that focuses on developing the industry-leading security systems and infrastructure. Security Engineering owns most of Plaid’s security-related infrastructure: secure data storage, key management systems, internal identity platform, internal authentication systems, internal permission management, and internal authorization service. We develop solutions across data encryption, key management, access control, and data loss prevention to protect sensitive consumer data. We believe in the Zero Trust security model and are always looking for ways to improve our authentication and access control platforms. About the role: You will develop security capabilities to secure Plaid infrastructure and sensitive data access. You will lead the team’s strategic planning in collaboration with the manager and other senior engineers. You will own, maintain, and build Plaid’s security infrastructure and services like IAM Gateway, Key Management System and Network Firewall. You will consult with product engineers to ensure Plaid services meet security standards. You will help educate and support other engineering teams to improve security in

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Credit team at Plaid combines deep product and industry knowledge and is focused on helping both upcoming and well-established lenders take their growth to the next level. Our thesis is that every lender can benefit from leveraging a bespoke Plaid solution, focused on helping them achieve their unique goals and objectives, including approving more borrowers and reducing overall portfolio risk through Plaid’s innovative credit solutions. In this role, you'll be the individual helping us achieve this vision. Your focus will be on engaging a curated list of lenders that don't currently work with Plaid, identifying opportunities to partner, and owning the end-to-end sales process. Additionally, you’ll be working with Plaid's existing lending customers, deeply understanding their business, and aligning our solutions to help them achieve both near and long-term goals. This role will work across all segments at Plaid to partner with the segment Account Executives to accomplish these goals. Responsibilities: Identify opportunities for Plaid solutions to deliver value, with both prospective high-growth and existing lending customers Develop a book of high-potential engaged prospects and maintain a suffic

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Fintech team at Plaid combines deep product and industry knowledge and is focused on helping both upcoming and well-established Fintechs take their growth to the next level. Our thesis is that every company in Fintech can benefit from leveraging a bespoke Plaid solution, focused on helping them achieve their unique goals and objectives. In this role, you'll be the individual helping us achieve this vision. Responsibilities Build close customer relationships and identify business value and impact of Plaid across your territory of accounts Go deep and wide in customer and prospect accounts to build support for adopting Plaid solutions Win as a team — in partnership with your outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod. Deeply understand each customer’s goals and priorities, and effectively communicate how Plaid’s solutions can help them achieve the desired outcome. Leave no stone unturned - you're a self-starter and take the initiative to get things done before being asked. You think two steps ahead, anticipate potential risks, and take action to proactively mitigate those risks. Ide

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. We are the engine of revenue growth at Plaid. We generate sales pipe for the business and develop the company’s future sales talent. Role Description: You will oversee a team of 3-8 new business representatives: You will be responsible for managing them to hit their quota and other key metrics You will lead team performance to deliver business needs: You will partner with Marketing and Sales leadership to ensure we generate pipe to the appropriate level and quality to hit business targets You will recruit, build, and nurture a high performance team: Identify strong sales talent, onboard them, and coach them to develop professionally Responsibilities: Pipeline development and management: Ensure pipe generation meets business targets; Partner with Marketing and Sales leadership to unlock and unblock pipe creation Coaching and mentorship: Coaching team develop their sales acumen and achieve professional ambitions Team building: Hire, develop and promote world-class talent through ever-green recruiting efforts Minimum Qualifications: 3+ years of experience ideally with at least 1 year of team management experience Sales experience: Experience as an AE or sales development manager Experience selling tech